2023 Form 5500 filing — Bob And Don LLC Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003064613NAL0010113841001) for Bob And Don LLC Retirement Plan, reported by Bob And Don LLC under EIN 20-2136503 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$583.9KReported net assets$583,941
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003064613NAL0010113841001
Plan sponsor
Bob And Don LLC
EIN
20-2136503
Plan number
001
Location
Florence, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$583.9K total assets
Net assets$583.9KLiabilities
Money in vs. money out
Total income / additions$144.7K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$4.4K
Participant$36K
Full reported line items
Total assets (EOY)
$583,941
Net assets (EOY)
$583,941
Employer contributions
$4,384
Participant contributions
$36,000
Total income / additions
$144,658
Total expenses
$0
Net increase / (decrease)
$144,658

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003064613NAL0010113841001 cover?
It is the 2023 Form 5500 filing for Bob And Don LLC Retirement Plan, reported by Bob And Don LLC (EIN 20-2136503).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages